vCISO Client-in-a-Box
27 tabs, 1,565 formulas — a complete client management system for solo vCISOs and small teams. NIST CSF 2.0 assessments, risk registers, roadmaps, and a portfolio dashboard for 20 clients. Includes the 584-paragraph Practitioner User Guide.
What this actually gives you
- Run a professional vCISO practice without paying $10K–$40K a month for platforms like Cynomi, GetCybr or Drata.
- One data flow end to end: score a client’s 22 NIST CSF 2.0 categories → maturity rolls up to the portfolio dashboard → hours roll up to utilisation → retainer rolls into MRR.
- All 22 NIST CSF 2.0 categories crosswalked to SOC 2 TSC, ISO 27001:2022 Annex A, HIPAA Security Rule (164.xxx), PCI DSS 4.0.1 and CIS Controls v8.
- Client register pre-seeded with 6 realistic examples across healthcare, SaaS, legal, manufacturing, education and real estate, so the pattern is visible immediately.
Everything you need to run a professional vCISO practice without paying $10K–$40K/month for platforms like Cynomi, GetCybr, or Drata. One workbook, 20 client slots, zero recurring fees.
The architecture is built around a single data flow: score a client's 22 NIST CSF 2.0 categories → their maturity rolls up to the Portfolio Dashboard → their hours roll up to utilization → their retainer rolls into MRR. Everything connected, nothing manual.
Portfolio Dashboard — 6 KPIs (Total Clients, Active, Onboarding, Renewals Due, Avg Portfolio Maturity, Total MRR) and a 20-row live table with Risk Flag indicators (⚠ HIGH / ● Medium / ✓ Healthy) computed from maturity × open risks. What you show on your Monday planning call.
Client Register — 16 columns per client, 20 slots, pre-seeded with 6 realistic examples across healthcare, SaaS, legal, manufacturing, education, and real estate — showing different tiers and frameworks so you see the pattern immediately.
Client-01 through Client-20 (20 identical templates, 5 sections each): Snapshot auto-populated from the Register; Maturity Assessment covering all 22 NIST CSF 2.0 categories with current/target/gap scoring and per-function rollups; Risk Register with Likelihood×Impact scoring (1–25); 12-Month Roadmap (12 initiatives with function/quarter/effort/cost/outcome/status); Engagement Cadence & Hours Log with billable tracking.
Framework Crosswalk — all 22 NIST CSF 2.0 categories mapped to SOC 2 TSC, ISO 27001:2022 (Annex A), HIPAA Security Rule (164.xxx references), PCI DSS 4.0.1, and CIS Controls v8. Score once, speak to any framework.
Also includes: Tier Model reference pricing (Strategic $10–15K/mo through Project $15–75K fixed), copy-paste QBR Template (9 sections), and 17-term Glossary.
Includes the 20-section, 584-paragraph Practitioner User Guide — the standout sections are the five-question scoring conversation pattern (Section 7) for running maturity assessments, utilization interpretation bands that tell you exactly when to lean in or have a scope conversation (Section 11), healthy book composition targets — 40–50% Strategic, 30–40% Standard, 10–15% Retainer, 5–10% Project (Section 13), and the 90-minute QBR structure with 30/30/30 time allocation and implicit renewal framing (Section 14). Also covers white-label deployment, monthly/quarterly/annual cadence cycles, and a full framework crosswalk disclaimer (conceptual mapping, not certification equivalency).
Also available in 4 bundles
This product is sold on its own and as part of a set. If you need more than this one, the set is cheaper than buying the parts.
vCISO Starter Pack
vCISO Client-in-a-Box + NIST CSF 2.0 Assessment + CISO Board Reporting Pack — drop-in kit for fractional CISOs running concurrent clients. 19% off list.
Fractional CISO Practice Pack
The Pillar 06 operating system plus the two workbooks that run it — vCISO Client-in-a-Box for the portfolio and the CISO 90-Day Onboarding Workbook for every new engagement. 19% off buying separately.
vCISO Ops Bundle
vCISO Client-in-a-Box + Shadow AI Inventory + CISO Budget Workbook — the three tools every vCISO needs to run a full program. 19% off individual pricing.
vCISO Complete Practice
vCISO Client-in-a-Box + CISO 90-Day Onboarding + NIST CSF 2.0 + Budget + SOC 2 + Board Pack — complete vCISO practice toolkit. 24% off list.
What's included
- Excel (.xlsx) — fully editable
- Word (.docx) — User Guide — fully editable
- Instant download after purchase
- Free updates — re-download when we release new versions
- Practitioner License: unlimited client use (vCISO / MSP)
Complete your toolkit
More from the CISO Marketplace ecosystem
Choose your license:
- Secure checkout via Stripe
- All major cards accepted
- 30-day satisfaction guarantee